Something’s Gotta Give You’ve heard us talk about “relationship problems” in financial markets in the past. It’s the phrase we use to point out when variables that typically behave a certain way in relation to one another are behaving outside those norms. Often the abnormal behavior is not the “problem” per se, but that these…Read more
The government is still shut down, and that means that investors continue to fly partially blind without much of the economic data they normally rely on. Are there any skeletons in the economy’s closet? For now, those answers mostly elude us. (Though September’s Consumer Price Index, one of the few metrics we’ve gotten since the…Read more
The government shutdown continues this week and there’s little sign of a near-term resolution. With betting markets expecting it to drag on for weeks, investors will need to continue navigating through an economic data fog. Two important sources of clarity will help pierce through the cloud, however. First and foremost: Though most government data is…Read more
